Texas Securities Board Issues Guidance on Use of Data Aggregation Services by Investment Advisers
Pontera lauded the decision for ‘providing clear guidance that prioritizes investor choice and protections.’
Tag: Texas
OneDigital, Creative Planning Announce Texas Acquisitions
Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.
CAPTRUST Expands Presence in South
Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
CAPTRUST Acquires Omega Wealth Partners
Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.